See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,648 | $150,440-82.3% | $136,294-80.4% | $147,584-81.9% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 19.67% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,046 | $6,630-54.1% | $6,247-51.2% | $5,439-44.0% |
| Admin fee / account holder | $105 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |